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Home > Institutional Investor > Lji Wealth Management, Llc > Profile

Instuitional Investor - Lji Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Lji Wealth Management, Llc
Portfolio Value $502,153,631
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,037,692 $126,608,861 25.21%
2.
Ishares Tr
 1,104,378 $55,528,101 11.06%
3.
Vanguard Index Fds
 115,585 $31,767,246 6.33%
4.
Fidelity Comwlth Tr
 331,559 $22,567,558 4.49%
5.
Ishares Trust
 IEF 103,822 $20,711,400 4.12%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)